See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,425 | $117,983-97.9% | $101,794-97.6% | $142,382-98.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.24% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $17,298 | $2,773+523.9% | $2,289+655.7% | $4,299+302.4% |
| Participant deferral / active EE | $43,281 | $4,714+818.2% | $4,084+959.8% | $6,507+565.1% |
| Admin fee / account holder | $383 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |